2. Managing Contacts

Addinging a contact based on the user name

You can share documents with people within the platform. To do this, you must first add these people as a contact.

Note

In order to add a contact by user name, the account owner must make the user name visible within the application.

This is how it works

  1. Click on Contacts in the navigation bar.

  2. Enter the user name of your contact in the search field. The results are displayed in the results list.

  3. In the results list, click Send contact request for the contact.

  4. Click on Send.